Remote Account Specialist — Personal Finance Solutions

Nuvant Consulting Group; Atlanta (GA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive base salary

Bonuses and incentives

Benefits package

Work from home with flexible schedule

Paid time off

Work from home

Flexible scheduling

Training & support

Job summary

Nuvant Consulting Group in the United States is seeking an Account Specialist to support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.

This role emphasizes proactive outreach, CRM record-keeping, and clear explanations of services, with a home-based setup and flexible scheduling.

Qualifications

• High school diploma or college degree preferred.
• Prior experience in sales, lead generation, or customer service roles a plus.
• Results and goal oriented.
• Able to work independently in a work from home environment.

Responsibilities

• Proactively reach out to clients and handle inbound inquiries.
• Discuss client goals and align solutions accordingly.
• Provide clear explanations of services and next steps.
• Track activity and maintain up-to-date records in CRM.
• Support retention efforts through ongoing communication.

Skills

Sales

Lead generation

Customer service

Work from home

CRM usage

Education

High school diploma

College degree preferred

Tools

CRM system

Job description

Nuvant Consulting Group in the United States is seeking an Account Specialist to support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.

This role emphasizes proactive outreach, CRM record-keeping, and clear explanations of services, with a home-based setup and flexible scheduling.